MBM Wealth Consultants, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.

Quarter-by-quarter ownership
MBM Wealth Consultants, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$251,853
-14.6%
1,207
-3.4%
0.11%
-13.5%
Q2 2023$295,000
+101624.1%
1,250
-15.9%
0.13%
+6.8%
Q1 2023$290
-1.7%
1,4860.0%0.12%
-13.9%
Q4 2022$295
-99.9%
1,486
-27.9%
0.14%
-31.2%
Q3 2022$413,000
-27.0%
2,061
-28.2%
0.20%
-28.2%
Q2 2022$566,000
-40.9%
2,871
-25.6%
0.28%
-30.2%
Q1 2022$957,000
-78.4%
3,857
-75.5%
0.40%
-78.4%
Q4 2021$4,432,000
+10.2%
15,727
+9.5%
1.84%
+0.1%
Q3 2021$4,023,000
+0.5%
14,361
+4.0%
1.84%
-2.2%
Q2 2021$4,003,000
+12.5%
13,811
+6.6%
1.88%
+3.9%
Q1 2021$3,558,000
+2.5%
12,953
-0.1%
1.81%
-4.4%
Q4 2020$3,471,000
+25.4%
12,964
+0.7%
1.89%
+6.9%
Q3 2020$2,768,000
+14.9%
12,876
+6.6%
1.77%
+4.1%
Q2 2020$2,410,00012,0761.70%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders